Whenever a document is uploaded to the platform, whether by yourself or by our team, a unique reference number will be automatically generated for that document.
For example, here is an example of a document, which has been attached to workflow on the platform.
Our team have the ability to search for documents by reference number, so if you wish to discuss a particular document, having the reference to hand will make the communications easier.
The same principle applies when you're reviewing documents that have been associated with your SSAS pension scheme.
Likewise for documents that relate to you, as an individual.
We're committed to continuously improving things.
Hopefully this helps to make life a little bit easier.
